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

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.

Yet we act surprised, as if hardship wasn’t part of the deal.

But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming?

In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, per...

What if AI could save you an extra 8–10 hours a week? 

I’m talking about actual time back. Without adding headcount or overhauling your process.

That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. 

But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and p...

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.

That’s not luck, it’s strategy!

But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment?

In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to expl...

What if your best year in business was also your breaking point?

That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.

In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without s...

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain.

I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters.

In this short solo episode, I’m sharing the 5 hard truths I wish someone told ...

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.

And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams?

In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur,...

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.

That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and ...

New clients fuel growth, but without the right team, your firm will always hit a ceiling.

That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week.

Their growth didn’t come from just one strategy, it was a combination of TV, webinars, semi...

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business?

That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me.

The Enneagram isn’t just another personality test, it’s a powerful tool that helps you understand how you and the people around you think, comm...

If there’s one thing that can ruin a great team, it’s getting compensation wrong.

I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around.

In this solo episode, I’m breaking down the 3 biggest compensation mistakes I’ve seen independent financial advisors make, and how to fix them before the...

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind.

That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. 

Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solut...