Best Triad Partners Podcasts (2025)

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115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson 12:54

1d ago12:54

12:54

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 b…

1
EXPERIENCE 218 | Rotary Field of Honor and Rotary Peach Festival with Fort Collins Breakfast Rotary Club Members Teres Lambert & David Haase 1:27:09

5d ago1:27:09

1:27:09

In today’s episode of The LoCo Experience, I was joined by Teres Lambert and David Haase - fellow members of the Breakfast Rotary Club in Fort Collins - which meets every Thursday morning at 7 am at Ginger & Baker! They were here in part to talk about a pair of significant Rotary events upcoming this spring and summer - the Field of Honor - May 23 …

1
114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice 1:04:46

9d ago1:04:46

1:04:46

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 automate…

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EXPERIENCE 217 | Community, Support, and Continuous Improvement with Wade Keith, Partner & Brand Manager of Breeze Thru Car Wash 2:02:06

12d ago2:02:06

2:02:06

Wade Keith grew up in Alabama, and came to Colorado as a raft guide - but after he found love and wanted to start a family he decided to pursue a professional career. This journey included stops at Enterprise Rent-a-Car, Odell’s Taproom, Otterbox, and now approaching 15 years “Working at the Carwash”. But - not just any car wash - Breeze Thru Car W…

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EXPERIENCE 216 | Teamwork Makes the Dream Work - if the Beer Tastes Great! Josh & Angie Grenz, Owners of Verboten Brewing and Barrel Project in Loveland, and Verboten North Brewpub in Fort Collins. 1:27:27

14d ago1:27:27

1:27:27

Teamwork Makes the Dream Work - if the Beer Tastes Great! Josh & Angie Grenz, Owners of Verboten Brewing and Barrel Project in Loveland, and Verboten North Brewpub in Fort Collins. I met Josh and Angie Grenz in the early months of their opening their first Verboten location in a quiet industrial park in Loveland, and Angie actually came to the very…

1
113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

16d ago1:14:01

1:14:01

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-…

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112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

23d ago1:12:42

1:12:42

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…

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EXPERIENCE 215 | Igniting Passion for Business through DECA with Edward Rinehart - Graduating Senior at Rocky Mountain High School and Future Business Leader 1:30:43

26d ago1:30:43

1:30:43

I met Edward Rinehart at my Rotary Club, where he was sharing his journey with DECA - Distributive Education Clubs of America - an organization that prepares emerging leaders and entrepreneurs in marketing, finance, hospitality, and management through educational programs and competitions. Colorado had 9,000 participants in DECA programs in 2024, w…

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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

30d ago15:39

15:39

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. …

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EXPERIENCE 214 | Building Teams & Community, One Scoop at a Time - Jessica Dizmang, Owner of Ben & Jerry’s Fort Collins, Denver, and Boulder Locations and 2024 Operator of the Year 1:58:36

1M ago1:58:36

1:58:36

This week, I was pleased to be joined by Jessica Dizmang, the Owner/Operator of the ONLY three franchised Ben & Jerry’s locations in Colorado, with scoop shops located in Fort Collins, Denver, and Boulder. Her father had a career in corporate franchising, with a stop at Ben & Jerry’s, and made her aware of an opportunity in Boulder. She was a fresh…

1
110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

1M ago48:52

48:52

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…

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EXPERIENCE 213 | Zak George, Head Coach and Owner at Zak George Landscaping 1:34:41

1M ago1:34:41

1:34:41

My guest today was Zak George, Founder and Owner and Head Coach at Zak George Landscaping, LLC. ZGL - as the trucks around town say on the side - is celebrating its 20th anniversary this year! Zak has a strong history of growth in the Residential and Commercial Construction and Commercial Maintenance segment, plus a substantial snow removal operati…

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109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

1M ago56:33

56:33

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 thriv…

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EXPERIENCE 212 | Jack & Ginger Graham - Owners of Ginger and Baker, Veteran CEO’s Building Northern Colorado Community - Together 1:53:07

2M ago1:53:07

1:53:07

Ginger Graham returns to The LoCo Experience studio, and this time brings her hunky husband, Jack! Jack Graham came to Fort Collins to play quarterback for CSU, and was drafted into the NFL for the Miami Dolphins. In his post-football career, Jack quickly became an innovative disrupter in the reinsurance industry, and he founded International Catas…

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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

2M ago1:17:44

1:17:44

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…

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EXPERIENCE 211 | Following the call into new chapters - Pete Gazlay - Founder and Former Owner of Total Facility Care - and our newest LoCo Facilitator! 2:21:17

2M ago2:21:17

2:21:17

I met Pete Gazlay late in my banking career, as one of my colleagues was pursuing a banking relationship with the owner of a young but rapidly growing janitorial company - Total Facility Care. Pete founded the business in 2010, after departure from a fast-growing middle-market company in the same industry. At the start, Pete was a one-man team, sel…

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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

2M ago1:05:16

1:05:16

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 powerfu…

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EXPERIENCE 210 | Alex Raymond - Serial Entrepreneur, Techstars Alum and Mentor, Founder of the Conscious Entrepreneur Summit and Host of the Conscious Entrepreneur Podcast 1:52:11

2M ago1:52:11

1:52:11

Alex Raymond is a 3x tech startup founder and entrepreneur who made the journey up from Boulder to The LoCo Experience studio to share his journey and some wisdom he’s learned along the way. He was an early client of TechStars, and has been a long-term mentor in the program. And - he share how listeners can expand their business brains and mindfuln…

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106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

2M ago19:48

19:48

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…

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EXPERIENCE 209 | Scott Kissel - Executive Director of Sky Corral Ranch - Raised in Small Business, Educated in Ministry, Experienced with All of The Above 1:42:15

2M ago1:42:15

1:42:15

This week, I was pleased to spend time with Scott Kissel, Executive Director of Sky Corral Ranch - located near the top of the full-year drivable portion of Old Flowers Road in Bellvue, Colorado. LoCo Think Tank has held its annual Next Level Summit at Sky Corral the past two years, and we’re pleased to return this August for another amazing dose o…

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105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

2M ago1:05:33

1:05:33

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 forefro…

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EXPERIENCE 208 | Superconnector in a Small Package - Ann Baron, Founder and CEO of Northern Colorado Community 1:13:19

2M ago1:13:19

1:13:19

Ann Baron is the Founder and CEO of Northern Colorado Community - an events and networking and business support organization with members across Northern Colorado - as the name would imply! Ann has lived an extraordinary journey, in some ways starting when was adopted from a South Korean orphanage at 4 years old, and raised by a family in Oregon. S…

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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

3M ago1:31:59

1:31:59

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rap…

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EXPERIENCE 207 | Garage Operation to 20,000 Square Feet - Phillip Gottula, Co-Founder and Owner/Operator at FLEXX Productions - Leading the Northern Colorado Event Rental Industry in Service and Technology ... 1:38:08

3M ago1:38:08

1:38:08

Phil Gottula was my first guest to bring in a charcuterie plate - and we shared a beautiful bottle of white wine he also brought in - and we talked about the business of event rentals. Specifically, his business which is the leader in Northern Colorado event rentals - FLEXX Productions. The event rental industry is an interesting critter. Unlike a …

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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

3M ago1:08:55

1:08:55

What if the difference between being good and being truly great was simply a mindset shift? Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen…

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EXPERIENCE 206 | Harpist to a King and Winner of Britain’s Got Talent 2011 - Meredith McCrindle and Jai McDowall drop by The LoCo Experience podcast! 1:59:14

3M ago1:59:14

1:59:14

Harpist Meredith McCrindle was in Northern Colorado for a few weeks this winter, visiting her parents on an extended trip away from her transplanted home in Ayr, Scotland. For a portion of the trip, her close friend Jai McDowall joined her - his first time in Colorado. I met Meredith when she was at our Rotary Club one morning, promoting her upcomi…

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102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

3M ago1:06:02

1:06:02

How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a single idea? We’ve all been there. But here’s the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life? That’s where today’s guest, J…

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EXPERIENCE 205 | Dain Johnson - Founder & Owner of Rev 0 - Engineer turned Organizational Psychologist turned Coach for Engineers turned Managers, Leaders, and CEO’s 2:04:14

3M ago2:04:14

2:04:14

Dain Johnson was a high-level mechanical and industrial engineer for a decade, during which time he worked under some great managers - and some terrible ones! He developed a keen interest in psychology, eventually leading him to further his education with a Masters in Industrial and Organizational Psychology from CSU, and to the founding of his bus…

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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

3M ago59:06

59:06

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive i…

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EXPERIENCE 204 | Building Health on a Strong Foundation - Jane Brewer, Upper Cervical Chiropractor and Owner of Precision Chiropractic 2:00:47

3M ago2:00:47

2:00:47

Jane Brewer grew up in a diverse neighborhood in the heart of New York City, with a constant heart for people and service and adventure. She signed up for AmeriCorps to work in support of Habitat for Humanity projects, and at 22 revealed that she didn’t have a driver’s license when asked to drive a truck and trailer to a project! A few short years …

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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino 58:55

4M ago58:55

58:55

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance o…

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EXPERIENCE 203 | Intrepreneurship in Action - A Conversation with Cole Shrehlow, CEO of The Flyover and Chief Musician at The Crossing Church 2:02:41

4M ago2:02:41

2:02:41

I became acquainted with Cole Strehlow circa 2012, when my wife and I first began attending The Crossing Church in Fort Collins, where Cole still serves as Chief Musician. He was a gifted writer with a Theology degree from a small university in Northern Wisconsin, and was trying to string an income together through church music, freelance writing, …

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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

4M ago1:01:56

1:01:56

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think. In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development…

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EXPERIENCE 202 | Rick Gardner - Bull Rider, Roofer, Rocket Scientist, Professional Walleye Fisherman, Serial Entrepreneur, Venture Hub Founder, and EOS Implementer 1:34:55

4M ago1:34:55

1:34:55

Rick Gardner is an EOS Implementer in our Northern Colorado region. He grew up in Leadville, Colorado, and had his dreams of a long professional bull-riding career ended by injury. He’s gone on to a series of interesting professional and entrepreneurial ventures, and his previous chapter was founding and growing an Venture Accelerator and Investmen…

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098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow 1:05:48

4M ago1:05:48

1:05:48

What if the very thing that got you here is the one thing holding you back? As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading exp…

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SEASON 4 RECAP | Meet Ava Munos, our new Producer for The LoCo Experience + Season 4 Recap + Thanks Alma Arellano! 1:20:51

4M ago1:20:51

1:20:51

In today’s conversation, I’m joined by longtime Producer of The LoCo Experience, (and continuing as Operations Manager of many hats at LoCo Think Tank) Alma Arellano, along with our newest employee and incoming Producer of the podcast, Ava Munos! We dig into Ava’s background a bit - which revolved around competitive dance for years - and explore so…

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097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) 29:31

4M ago29:31

29:31

If I had to start over as a financial advisor, what would I do differently? Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a busines…

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EXPERIENCE 200 | Nate Hines - Philosopher, Historian, and President of Hines, Inc. - Sustainable Design Solutions for Water and Life and Business 2:14:27

4M ago2:14:27

2:14:27

Nate Hines is the President of Hines, Inc., a global leader in design solutions for irrigation water management. He is a husband, father, armchair historian, philosopher, and business enthusiast. He received his secondary education from Oxford University, with degrees in History and Ancient History. The LoCo Experience Podcast is sponsored by: Purp…

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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21

4M ago1:12:21

1:12:21

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founde…

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EXPERIENCE 199 | Healthy Relationships, Thriving Workplaces, and Lens Neurofeedback with Becky Lauridson, Founder of IOME 1:54:51

5M ago1:54:51

1:54:51

Becky Lauridson is the Founder of IOME Self Care, a LoCo Think Tank member, a fan of Lens Neurofeedback, a wife, mother, and elk hunting guide on her family ranch near Craig, Colorado. The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more 💡Learn about LoCo Think Tank Follow us to see what we're up to: Instagram Lin…

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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do 59:15

5M ago59:15

59:15

What if the biggest obstacle standing in your way of success was you? Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential. In this episode, Ken unpacks his powerful “three wire” cheat code for success…

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EXPERIENCE 198 | Creating a Vibrant Business from an Innovative Product in Hibernation - Ryan Reed-Baum with TruLog, Maintenance Free Steel Siding 1:22:49

5M ago1:22:49

1:22:49

My conversation today was with Ryan Reed-Baum, CEO and Owner of TruLog, a company founded by his father, Ted, but that Ryan basically re-launched years later. To set the stage, we need to add some context. In the mid-80’s, Ted worked for Knudson Manufacturing, building and servicing gutter and steel siding manufacturing machines. By the mid-90’s, h…

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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships 48:09

5M ago48:09

48:09

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors…

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EXPERIENCE 197 | Anti Work Girl Boss and Real Estate for Good - Gabrielle Judge & Matthew Fugate on The LoCo Experience! 1:45:30

5M ago1:45:30

1:45:30

I met Matthew Fugate circa summer 2017, when LoCo Think Tank was really starting to become a thing, and Matthew was a fresh-in-town Realtor. I remembered him well for two reasons 1) He was enthusiastic about LoCo Think Tank but could never remember my business name or my name - he’d shout from across the street in Old Town - Hey LoCoNoCo Guy! and 2…

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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) 37:52

5M ago37:52

37:52

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same…

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EXPERIENCE 196 | Forrest Cramer, Luxury Furniture Artist 1:31:20

5M ago1:31:20

1:31:20

Since he was a little boy, Forrest Cramer has always been an artist. He was drawing recognizable profiles and pencil-shading landscapes at an age when most of us were working on stick-figures, and in his late teens he had the opportunity to apprentice with a local violin-maker. He wasn’t ready yet to make it his lifetime craft, landed a role in ant…

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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger 1:12:11

5M ago1:12:11

1:12:11

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible. Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive …

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EXPERIENCE 195 | Exit Strategies and Growth Capital for the Lower Middle Market - A Conversation with Aaron McCambridge, Managing Director of Citadel Advisory Group in Fort Collins 1:56:39

5M ago1:56:39

1:56:39

I’ve known Aaron McCambridge for perhaps 15 years, as he’s been an occasional visitor to my Rotary Club, where his father is a longtime member. I’ve known about Citadel Advisory Group for even longer, as they were a client of the bank I worked at the last stop in my career, going back to 2007. When I left the bank in 2013, Aaron had only recently e…

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091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck 1:07:29

6M ago1:07:29

1:07:29

In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achie…

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EXPERIENCE 194 | Building Predictable Systems for Growth and Pushing Through Revenue Plateaus - A Conversation with Brian Kerlin, Founder and CEO of Optitude and Creator of the Optitude Growth Academy 1:41:06

6M ago1:41:06

1:41:06

Brian Kerlin had a successful sales career of over 2 decades when the first cornerstones of Optitude were laid, and he became enamored with the entrepreneurial lifestyle while dating his now-wife, who had a successful professional services company - but was struggling to build the systems for predictable growth. Brian helped her discover and overco…

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