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

Why do most financial advisors keep hiring the wrong people, despite their best efforts?

After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… you're not alone.

In this episode, I’m breaking down the 3 biggest hiring mistak...

You’re growing your business, but is your marriage growing with it?

In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagram, therapy, and a Sunday morning ritual helped us rebuild our relationship f...

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.

Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.

Since joining the firm in 2015, Ben has helped drive serious growth. That kind of transformation...

What if the key to growth wasn’t more leads, but deeper relationships?

Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, communit...

What if the biggest threat to your culture was the language you use?

As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.

You’ll hear the exact mistake we made, why ...

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?

In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.

Derek makes a strong case that instead of chasing some number or a...

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?

That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.

Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm outpaced the previous year on a pro rata basis. He shares the systems th...

The best financial advisors aren’t just experts in finance, they’re experts in people.

In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.

As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what to...

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?

Today’s guest has done exactly that—and he’s here to show you how.

I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over...