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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
Addiction
Overcoming Adversity
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

PublishesWeeklyEpisodes158Founded3 years ago
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EntrepreneurshipInvestingBusiness

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Artwork for Do Business. Do Life.

Latest Episodes

Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.

But the difference between burnout and scale often starts with building the right team.

In this convers... more

Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say.

In this episode, I sit down with trial attorney, communication expert, and New York Times be... more

If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alone. Oftentimes advisors end up using the spaghetti on the wall approach with random tactics, increasin... more

If you’re the only advisor in your firm who can close deals, you don’t own a business, you own a job.

And I see this happen all the time. Advisors think growth comes from more appointments and closing more deals. So they grind harder. They sell more... more

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Recent Guests

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
Kenzie Olejnik
Chief Culture Officer at Triad
Triad Wealth Partners
Episode: 157: Kenzie Olejnik - The Culture Strategy Behind High-Growth Advisory Firms
Duncan MacPherson
Founder of the coaching platform Pareto Systems and an influential voice in financial services.
Pareto Systems
Episode: 154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients
Daniel Harkavy
Founder of Building Champions and executive coach
Building Champions
Episode: 153: Daniel Harkavy - How Advisors Accidentally Build Businesses They Hate
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

Host

Brad Johnson
Host of Do Business Do Life Podcast

Reviews

5.0 out of 5 stars from 387 ratings
  • 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 States2 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 States4 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 States6 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 States7 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
    Canada7 months ago

Listeners Say

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

Content is deeply valuable for scaling while maintaining work-life balance.
Listeners praise practical, battle-tested strategies for growing advisory firms.
Guests are high-caliber and bring both business and life insights.
The host keeps conversations actionable and focused on real-world results.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

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 targets independent financial advisors seeking growth without sacrificing health, relationships, or personal life. Episodes emphasize scalable business practices, leadership and culture, client relationships, and work-life integration, often featuring guests from financial services, coaching, and leadership development. Listeners likely value practical frameworks, measurable outcomes, and real-world stories about building durable advisory firms. A notable strength is bringing high-profile coaching, leadership, and branding perspectives into the financial-advisor space, helping listeners differentiate firms while maintaining balance between work and life.

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Rephonic provides a wide range of podcast stats for Do Business. Do Life.. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Do Business. Do Life. and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and 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 Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. The StoryBrand Podcast

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

Do Business. Do Life. launched 3 years ago and published 158 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.?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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

Recent guests on Do Business. Do Life. include:

1. Phil Bray
2. Tom Healy
3. Max Major
4. Kenzie Olejnik
5. Duncan MacPherson
6. Daniel Harkavy
7. Shasta Nelson
8. Carey Lohrenz

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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